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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,498 | $103,957-88.9% | $69,182-83.4% | $273,968-95.8% |
| Participation rate | 84.2% | 67.4%+16.9pp | 55.1%+29.1pp | 83.0%+1.2pp |
| Annual return | 10.89% | 35.28%-24.4pp | -21.94%+32.8pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,274 | $1,781-28.5% | $1,205+5.7% | $4,869-73.8% |
| Participant deferral / active EE | $2,850 | $2,716+4.9% | $1,896+50.3% | $5,287-46.1% |
| Admin fee / account holder | $117 | $3,671-96.8% | $2,697-95.7% | $10,132-98.8% |